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Name Holding Trade Value Shares
Change
Change in
Stake
PD
3176
Planning Directions
Pennsylvania
$395K +$4.93K +110 +1%
PBF
3177
Petix & Botte Financial
California
$395K
CA
3178
Carson Advisory
Georgia
$393K +$17.9K +400 +5%
SFG
3179
Summit Financial Group
West Virginia
$393K -$12.1K -270 -3%
FWA
3180
FOCUS Wealth Advisors
Texas
$392K
VFPI
3181
Vantage Financial Partners (Illinois)
Illinois
$392K +$404K +9,010 New
ASGS
3182
Alpha Square Group S
New York
$391K +$134K +3,000 +50%
CAM
3183
Contour Asset Management
New York
$391K +$403K +9,000 New
PAS
3184
Professional Advisory Services
Florida
$391K
TAM
3185
TCP Asset Management
Ohio
$389K -$33.6K -750 -8%
FFL
3186
Future Fund LLC
Illinois
$389K +$177K +3,940 +79%
ST
3187
Somerset Trust
Pennsylvania
$387K -$43.5K -970 -10%
PFM
3188
Phillips Financial Management
Indiana
$387K +$45.3K +1,010 +13%
BDF
3189
Black Diamond Financial
Maryland
$387K +$448 +10 +0.1%
FP
3190
Foundry Partners
Minnesota
$385K -$260K -5,800 -40%
CSWG
3191
Cardinal Strategic Wealth Guidance
Kentucky
$385K
NF
3192
Nvest Financial
New Hampshire
$384K +$17.9K +400 +5%
TPW
3193
Tiller Private Wealth
Pennsylvania
$384K +$31.4K +700 +9%
MS
3194
Maven Securities
Jersey
$383K -$7.53M -168,150 -95%
BBI
3195
Baxter Bros Inc
Connecticut
$383K
ACM
3196
Arlington Capital Management
Illinois
$383K +$9.86K +220 +3%
BCM
3197
Brookmont Capital Management
Texas
$382K -$10.3K -230 -3%
PIP
3198
Peachtree Investment Partners
Florida
$382K +$393K +8,770 New
CHJWM
3199
Carlton Hofferkamp & Jenks Wealth Management
Texas
$381K +$10.3K +230 +3%
KS
3200
Karpas Strategies
Connecticut
$381K